BRKU vs. SOXL
Compare and contrast key facts about Direxion Daily BRKB Bull 2X Shares (BRKU) and Direxion Daily Semiconductor Bull 3x Shares (SOXL).
BRKU and SOXL are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BRKU is an actively managed fund by Direxion. It was launched on Dec 11, 2024. SOXL is a passively managed fund by Direxion that tracks the performance of the PHLX Semiconductor Index (300%). It was launched on Mar 11, 2010.
Performance
BRKU vs. SOXL - Performance Comparison
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BRKU vs. SOXL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | -12.18% | 6.44% | -3.96% |
SOXL Direxion Daily Semiconductor Bull 3x Shares | 24.34% | 54.91% | -5.95% |
Returns By Period
In the year-to-date period, BRKU achieves a -12.18% return, which is significantly lower than SOXL's 24.34% return.
BRKU
- 1D
- -0.28%
- 1M
- -2.22%
- YTD
- -12.18%
- 6M
- -13.32%
- 1Y
- -29.74%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOXL
- 1D
- 9.08%
- 1M
- -16.73%
- YTD
- 24.34%
- 6M
- 41.78%
- 1Y
- 228.78%
- 3Y*
- 42.83%
- 5Y*
- 4.90%
- 10Y*
- 41.10%
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BRKU vs. SOXL - Expense Ratio Comparison
BRKU has a 0.97% expense ratio, which is lower than SOXL's 0.99% expense ratio.
Return for Risk
BRKU vs. SOXL — Risk / Return Rank
BRKU
SOXL
BRKU vs. SOXL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Direxion Daily BRKB Bull 2X Shares (BRKU) and Direxion Daily Semiconductor Bull 3x Shares (SOXL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BRKU | SOXL | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.84 | 1.93 | -2.77 |
Sortino ratioReturn per unit of downside risk | -1.04 | 2.46 | -3.50 |
Omega ratioGain probability vs. loss probability | 0.86 | 1.35 | -0.49 |
Calmar ratioReturn relative to maximum drawdown | -0.88 | 4.64 | -5.53 |
Martin ratioReturn relative to average drawdown | -1.35 | 14.09 | -15.44 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRKU | SOXL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.84 | 1.93 | -2.77 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.05 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.23 | 0.36 | -0.59 |
Correlation
The correlation between BRKU and SOXL is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
BRKU vs. SOXL - Dividend Comparison
BRKU's dividend yield for the trailing twelve months is around 2.90%, more than SOXL's 0.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRKU Direxion Daily BRKB Bull 2X Shares | 2.90% | 2.44% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SOXL Direxion Daily Semiconductor Bull 3x Shares | 0.15% | 0.34% | 1.18% | 0.51% | 1.07% | 0.04% | 0.05% | 0.38% | 1.30% | 0.09% | 4.84% |
Drawdowns
BRKU vs. SOXL - Drawdown Comparison
The maximum BRKU drawdown since its inception was -33.97%, smaller than the maximum SOXL drawdown of -90.46%. Use the drawdown chart below to compare losses from any high point for BRKU and SOXL.
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Drawdown Indicators
| BRKU | SOXL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.97% | -90.46% | +56.49% |
Max Drawdown (1Y)Largest decline over 1 year | -33.97% | -49.26% | +15.29% |
Max Drawdown (5Y)Largest decline over 5 years | — | -90.46% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -90.46% | — |
Current DrawdownCurrent decline from peak | -31.09% | -27.28% | -3.81% |
Average DrawdownAverage peak-to-trough decline | -17.10% | -35.34% | +18.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.25% | 16.23% | +6.02% |
Volatility
BRKU vs. SOXL - Volatility Comparison
The current volatility for Direxion Daily BRKB Bull 2X Shares (BRKU) is 8.55%, while Direxion Daily Semiconductor Bull 3x Shares (SOXL) has a volatility of 38.35%. This indicates that BRKU experiences smaller price fluctuations and is considered to be less risky than SOXL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRKU | SOXL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.55% | 38.35% | -29.80% |
Volatility (6M)Calculated over the trailing 6-month period | 21.57% | 79.93% | -58.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 35.55% | 119.50% | -83.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.68% | 105.40% | -69.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.68% | 97.72% | -62.04% |